Intern, Portfolio Valuation

Portfolio Valuation - Intern 

Join Kroll’s Global Portfolio Valuation team for a hands-on summer internship analyzing complex, illiquid investments across a wide range of industries and asset types. You will receive structured training, work alongside experienced valuation professionals and contribute to real client engagements while building practical financial modeling, research and communication skills.

As a market leader in illiquid portfolio pricing and valuation, Kroll assists clients in valuing alternative investments, including securities and positions for which active-market quotations are not available. Our teams assess investments ranging from debt and equity securities to convertible instruments, warrants and options. Analysts gain experience supporting engagements involving individual investments and entire portfolios while learning how to develop independent, transparent and supportable valuation conclusions.

Throughout the internship, you will receive training and guidance from experienced professionals, collaborate with team members and gain insight into career opportunities within Portfolio Valuation. You will have the opportunity to apply what you have learned in the classroom to meaningful assignments while developing a stronger understanding of alternative investments and the valuation profession.

At Kroll, your work will help deliver clarity to our clients’ most complex governance, risk, and transparency challenges. Apply now to join One team, One Kroll.

RESPONSIBILITIES:

Are you intellectually curious, comfortable working through complex financial questions and motivated to learn alongside others? As a Portfolio Valuation Intern, you will combine financial analysis, research, communication and teamwork to help our professionals value investments that do not have readily observable market prices.

Portfolio Valuation Interns support valuation advisory services for the alternative investment community, including private equity and hedge funds, business development companies, pensions and endowments. During the internship, you will contribute to engagements involving illiquid and complex investment positions while learning how teams develop analyses that are independent, well-supported and clearly communicated.

• Assist in building and updating financial models using discounted cash flow, market multiple, market transaction and option-pricing analyses 
• Support valuation analyses for illiquid debt, equity and other alternative investments across a range of industries and geographies using accepted valuation approaches and relevant financial theory 
• Research companies, industries, capital markets and comparable transactions to help identify information and assumptions relevant to each analysis 
• Gain exposure to investments that may include debt securities, preferred and common equity, convertible securities, warrants, options, structured products, whole-loan pools and real estate 
• Review financial statements, investment documents, portfolio-company information and market data under the guidance of experienced team members 
• Participate in client discussions and meetings to observe how teams gather financial, operational and investment-specific information relevant to an engagement 
• Collaborate with team members to evaluate assumptions, address analytical questions and complete accurate, high-quality work within engagement timelines 
• Assist in preparing workpapers, valuation schedules, written reports and presentation materials that clearly explain the analysis and resulting conclusions 
• Gain exposure to projects involving individual investments, entire portfolios and reviews of clients’ valuation policies and practices 
• Contribute to a strong client experience by communicating professionally, responding thoughtfully to feedback and working effectively with colleagues at all levels 
• Participate in training, networking opportunities and relevant industry events to strengthen your technical knowledge and understanding of the alternative asset industry

REQUIREMENTS:

• Currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, Business Administration, Management, Engineering or a related analytical discipline from an accredited college or university; candidates in Engineering should have completed junior- or senior-level coursework in Accounting, Economics or Finance 
• Graduation date between December 2027 and September 2028 
• Cumulative GPA of 3.2 or higher 
• Foundational knowledge of corporate finance, accounting, economics, financial statement analysis or valuation developed through coursework, student organizations, academic projects or previous work experience 
• Proficiency in Microsoft Excel and Word, including the ability to organize data, perform calculations and present information clearly 
• Strong analytical, critical-thinking and problem-solving skills, with an interest in understanding complex investments and financial questions
• Careful attention to detail and a commitment to producing accurate, well-supported work 
• Strong written and verbal communication skills, including the ability to ask thoughtful questions, explain your work and incorporate feedback 
• Ability to manage multiple assignments, organize priorities and meet deadlines in a collaborative, fast-paced environment 
• A team-focused and inclusive working style, with the ability to work effectively with colleagues from different backgrounds and areas of expertise 
• Intellectual curiosity, adaptability and a willingness to learn new valuation concepts, industries and investment structures 
• Preferred: Previous internship, academic project, coursework or student-organization experience involving financial analysis, accounting, investments, economics, data analysis or business research 
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future

About Kroll 

Join the global leader in risk and financial advisory solutions—Kroll. With a nearly century-long legacy, we blend trusted expertise with cutting-edge technology to navigate and redefine industry complexities. As a part of One Team, One Kroll, you'll contribute to a collaborative and empowering environment, propelling your career to new heights. Ready to build, protect, restore and maximize our clients’ value? Your journey begins with Kroll. 

Kroll is committed to creating an inclusive work environment. We are proud to be an equal opportunity employer and will consider all qualified applicants regardless of gender, gender identity, race, religion, color, nationality, ethnic origin, sexual orientation, marital status, veteran status, age or disability.

In order to be considered for a position, you must formally apply via careers.kroll.com.